What is aggressive mutual fund portfolio?

Aggressive funds are a sub-category of hybrid funds that primarily invest in equity shares of companies. Their portfolio comprises debt instruments that provide stability when the market is underperforming. That said, they can deliver similar returns to equity schemes in the long run.

How much of your portfolio should be aggressive?

One good path is to find an asset allocation between stocks, bonds and cash that meets your needs and temperament. A more aggressive allocation might have 70 percent or more in stocks, while a more conservative one might have that much in bonds.

What is a most aggressive portfolio?

The Aggressive Portfolio An aggressive portfolio seeks outsized gains and accepts the outsized risks that go with them. 1 Stocks for this kind of portfolio typically have a high beta, or sensitivity to the overall market. High beta stocks experience greater fluctuations in price than the overall market.

Which is the most aggressive mutual fund?

What you should be aware of regarding aggressive growth funds

Name of fund	Expense ratio (in \%)	Net assets (in crore)
Canara Robeco Emerging Equities Fund – Regular Plan	2.25	3,559
Aditya Birla Sun Life Pure Value Fund	2.34	3,372
HDFC Mid-Cap Opportunities Fund	2.13	19,339
Edelweiss Mid Cap Fund – Regular Plan	2.34	669

How risky is an aggressive portfolio?

Aggressive mutual funds, also called growth funds, tend to invest in stocks with higher risks. With that risk comes a chance of higher returns than the market average or an index. You may choose to buy funds with more risk and build a portfolio with them to achieve a higher growth potential.

Which portfolio of mutual funds would be most appropriate for an aggressive investor?

If you have an aggressive risk profile, you should invest mostly in mid cap and small cap mutual funds. If you do not understand the basics of investing in mutual funds, it is always better to seek the help of a seasoned mutual fund advisor.

What is a reasonable rate of return on retirement investments 2021?

That said, a rate of return of 4-5\% is a reasonable goal when looking back at the historic returns the markets have given investors. If, however, you think you need to achieve a rate of return that’s closer to 7-8\%, that will be more difficult to achieve.

Are aggressive mutual funds good?

Aggressive growth mutual funds are ideal for investors seeking high capital growth. These funds mostly invest in companies that have potential for high growth, thus offering the risk of greater instability in share price performances.

Is an aggressive mutual fund portfolio right for You?

An aggressive mutual fund portfolio is appropriate for an investor with a higher-risker tolerance level and a time horizon—the time before you need invested sums returned—longer than 10 years. Aggressive investors are willing to accept periods of extreme market volatility—the ups and downs in account value.

What is an example of an aggressive portfolio?

Here is an example of an aggressive portfolio using the basic types of mutual funds: The bottom line is that there is only one major mistake to make with building a portfolio of mutual funds and that is to buy funds that are not right for your goals and risk tolerance.

What is the best mutual fund for a long time horizon?

These top mutual funds to invest in for a long time horizon don’t all have the same goals, but they share a number of advantages. Vanguard 500 Index Fund Admiral. Getty Images. Vanguard U.S. Growth Fund Investor. Fidelity Strategic Dividend & Income Fund. Parnassus Mid-Cap Fund. Wasatch Micro Cap

What is the average rate of return for aggressive mutual funds?

An aggressive mix might average a 7\%–10\% rate of return over time. In its best year, it might gain 30\%–40\%. In its worst year, it could decline by 20\%–30\%. To build your portfolio, you should choose the mutual funds to fit the mix or adjust them as needed.